Overview
What is Pipefy?
Pipefy headquartered in San Francisco offers their process management and workflow software providing processes for customer success, service desk, sales operations, and other processes.
Processes Simplified!
Great platform for digital workflow automation
User friendly process customization and management
Notifications need work
The software that can manage ANY process
Pipefy is the best tool to manage structured processes
Pipefy, one of the best BPM tools
Pipefy is wonderful from the first second
Pipefy makes software development easier
Wonderful Product - Well Worth the Price
Pricing
Business
$22
Enterprise
$36
Unlimited
Custom
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $22 per month
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Pipefy?
Pipefy Video
Pipefy Integrations
- Zendesk Suite
- Basecamp
- Atlassian Confluence
- Shopify
- Salesforce Sales Cloud
- Mailchimp
- HubSpot CRM
- Clearbit
- Adobe Marketo Engage
- Microsoft Dynamics 365
- Outreach
- Salesforce Marketing Cloud Data Studio, on marketing cloud
- Oracle E-Business Suite
- Slack
- Snowflake
- Zoho CRM
- TriNet HR Platform
- DocuSign
- ADP Workforce Now
- BambooHR
- Jobvite
- Workday Human Capital Management
- QuickBooks Time
- NetSuite ERP
Pipefy Competitors
Pipefy Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(26)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
Pipefy has become a versatile tool for users across various industries, allowing them to streamline their processes and enhance collaboration. With its central hub for storing information, users have found Pipefy useful for managing sales pipelines, onboarding processes, account additions, and marketing strategies. By providing a centralized location for all tasks, Pipefy eliminates the need for endless chat conversations and keeps users organized.
The software's user-friendliness and simplicity have been highly praised by those who work with multiple programs for work purposes. It has proven effective as project management and agile development software, making the application development process easier for users. Additionally, Pipefy's customization capabilities have been appreciated as products and processes evolve over time. The automation features seamlessly integrate into workflows, aiding users in managing various business operations such as bill payments, contract analysis, incident reporting, and risk management.
Pipefy has also been utilized to manage day-to-day operations and back-office information by enabling the registration and tracking of transactions and cases. Furthermore, it has been instrumental in centralizing the management of marketing team tasks, monitoring progress, and ensuring standardization to reduce rework and errors. In the sales department, Pipefy provides real-time status updates for machine and tooling sales while facilitating communication between the sales team and customers. Users have found the reporting features valuable for sharing status updates and addressing any issues with the sales team. Overall, Pipefy has proven itself as a reliable solution that tackles various organizational challenges across different departments and industries.
Flexible Customization and Integration: Several users have praised Pipefy for its easy customization and integration capabilities. They have found the tool to be flexible, allowing them to tailor it to their specific needs and seamlessly integrate it with their existing applications. This flexibility has enabled users to optimize their workflows and improve overall productivity.
Great Templates for Process Organization: Many reviewers have appreciated the great templates provided by Pipefy for organizing processes. These templates have helped streamline workflows and enhance efficiency by providing a standardized framework for executing tasks. Users have found these templates valuable in ensuring consistency across their organization.
Automated Email Feature: The automated email feature in Pipefy has been particularly useful to many users, as it allows them to send specific emails for different processes. This feature saves them time and effort by automating the communication process, ensuring that relevant information is delivered at the right time. Users appreciate this functionality for its ability to streamline communication within their workflows.
Mobile Experience: Some users have found the mobile experience to be lacking, mentioning that the software can be "funky" on mobile devices and noting difficulties in viewing comments within the actual cards.
Reliability Issues: The reliability of Pipefy's site has been criticized by users, with some mentioning that it occasionally lags very badly and overall reliability is hit or miss at times.
Lack of Notifications: Users expressed frustration with the lack of notifications, particularly regarding emails and the absence of a notification for the number of people who wrote in. They feel that better communication with customers is needed from the software.
Users have made several recommendations for Pipefy based on their experiences. The most common recommendations include:
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Utilize the online tutorials and templates provided by Pipefy before starting a new process. This helps users get familiar with the software and streamline their workflows.
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Take advantage of Pipefy's integration with other apps. Users have found this feature helpful in enhancing collaboration and improving productivity.
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Make use of Pipefy's automation capabilities to digitize workflows and save time. Users have reported that the automation features have helped them track work hours, manage expenses, and increase overall efficiency.
Overall, users recommend Pipefy for its ability to meet deadlines, make business processes repeatable and trackable, improve communication within organizations, and provide excellent support. The software is described as versatile, user-friendly, and well-supported, making it suitable for various areas of business operations.
Attribute Ratings
Reviews
(1-10 of 10)Processes Simplified!
- Allows customization and integration.
- Has great templates for organizing processes.
- Automated emails for specific processes.
- Better reporting & analytics.
- Can be funky on mobile.
- Can be hard to see/view comments within the actual cards.
Great platform for digital workflow automation
- Automated workflows.
- Collaboration.
- Onboarding assistance.
- It'd be nice to see a free demo before purchase.
- Tutorial could always been improved.
User friendly process customization and management
- Standardize process execution
- Process pipeline customization
- Connect demanders and executors
- Reporting
- User interface may be overwhelming
- Further customization options
Notifications need work
- Organization
- clean
- easy product
- Notifying when someone emails us. There used to be a notification of how many people wrote in. With the new update that is no longer and it is really easy to miss notifications
- they need better communications to customers. One day there was a new update that was so completely different. It messed a lot of things up for us. We've been trying to find another platform to use because of the issues with their notifications.
The software that can manage ANY process
- Flexibility on process management.
- Internal automations and connections to different data bases and boards.
- Easily connection with external programs through API's.
- Customer service is not very fast for the time difference.
- Dashboards integration is not easy to use.
Pipefy is the best tool to manage structured processes
- Send automatic emails
- Connects with other softwares
- has mandatory fields
- native integrations with more robust softwares
Pipefy, one of the best BPM tools
- Personalization.
- Automation.
- Templates.
- Notifications.
- Brazil's pricing.
- Mobile app.
Pipefy is wonderful from the first second
- Full customization of cards
- Design
- Usability
- Viewing comments within cards
Pipefy makes software development easier
- Integrates well with our application.
- Easy-to-use.
- Their site sometimes lags very badly.
- The reliability of the site also is hit or miss on occasion.
Wonderful Product - Well Worth the Price
- Customization.
- Organization.
- I would like to be able to add a due date without a time attached.
- I would like to see completed tasks be deleted after a set amount of time.